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  • Some general questions before using CiviCRM
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Author Topic: Some general questions before using CiviCRM  (Read 1437 times)

qizhang

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Some general questions before using CiviCRM
August 02, 2011, 03:59:10 am
Hi All,
I am planning to build up a CRM system for a charity. Here I have some general questions about it.
1. We want to manage the service time for the volunteers. But in CiviCRM, I didn't see such a interface to record the available time for each volunteer and the volunteer time for each activity. A possibility is to add such field by customer field. Am I right? Is there any existing modules for that?

2. It is most probably I need to add some customer field or something like that. Is there a way to allow the team work? I mean maybe there are several people working together to customize the CiviCRM. How can they work together? What should be keep for those new add customer fields and reports? 

Thanks all for now. Thanks in advance.


Hershel

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Re: Some general questions before using CiviCRM
August 02, 2011, 08:53:26 am
Regarding your first question, no, no such feature exists in CiviCRM. There are booking solutions in Drupal you could investigate.

Regarding your second question, I don't really understand what you are asking.
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qizhang

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Re: Some general questions before using CiviCRM
August 02, 2011, 06:25:51 pm
Hershel,
Thanks for your response and sorry for my poor English.  :(
I mean, we have the source control system like CVS, SVN when we developing a Source Code based project. And I know a little about Siebel which support this kind of team work too when configuration the CRM system. Is there any way to do this kind of team work in CiviCRM? Like when one person add some new field, how this information be keeped in the CVS?
I hope I make myself clear this time. :P

IsaacMars

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Re: Some general questions before using CiviCRM
August 02, 2011, 07:53:05 pm
I'm building something similar at the moment. 

The issue of volunteer time is easy to deal with if you don't need a lot of specifics: "Afternoons" "Mornings" etc can be handled easily by tags or groups - but a full calendar with availability for a specific day and time is way beyond CiviCRM. 

A custom field can be attached to activities to record the # of hours.

As for SVN,etc... why not just create the site and work on it there?  Multiple admins can work on the site at the same time

qizhang

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Re: Some general questions before using CiviCRM
August 02, 2011, 11:45:35 pm
IsaacMars,
Glad to see your answer. Yes, I guess something like "Monday Mornings", "Friday Afternoons" is enough to record volunteer time. This is really a good idea to use tags or groups to organize it.

For the SVN stuff, it is just based on my project experience. There are several reasons to use a separate system in development, like:
1. The project will be handled iteratively, that's mean we will just finish a base version in the first step and then add some more new features base on it. In this way, I don't want to do such development work on the productive system in case it affect the daily work.
2. For the backup purpose, we may want to backup all of the customized parts.
3. For the sharing purpose, we may want to these customized parts to others who want them too.

Actually,  I believe there are lots of non-profit organization need CiviCRM and the feature we will add in China. There is not such system in using in my country for now. People usually use Excel to report contacts/activities.

Thanks

Hershel

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Re: Some general questions before using CiviCRM
August 03, 2011, 03:31:05 am
Custom fields are created in the database, there is thus no way to track such in CVS. Custom field definitions can be exported/imported in CiviCRM and that data could be stored in a file in CVS.
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See here for the official: What to do if you think you've found a bug.

qizhang

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Re: Some general questions before using CiviCRM
August 03, 2011, 08:02:49 pm
So the customer fields information only exists in the database? That is OK to extract a DDL and keep in the CVS. Thank you Hershel for your suggestion.

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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Pre-installation Questions (Moderator: Dave Greenberg) »
  • Some general questions before using CiviCRM

This forum was archived on 2017-11-26.